Retail Agent/Broker

In this topic, we continue our discussion of the commands located on the Tables Menu.

A retail agent/broker is the insurance agency that refers a submission to your agency for a quote and/or issuance on behalf of an insured. As each retail agent/broker is entered into DMU, the system will assign an ID number that can be overwritten to match the ID numbers that you desire.

  • On the Tables menu, click Retail Agent/Broker.
    As an alternative, you can click the Agents button on the toolbar.

In the table that follows, we will discuss the buttons located in the Retail Agent/Broker Table Maintenance dialog box and how they function.

Button

Function

Suspends the selected retail agent/broker and warns the user that the agent/broker has been suspended when selected in AIM. If the user does not have the required security level to proceed, he will be unable to assign suspended agents or work submissions with suspended agents assigned. Security levels are discussed in the User topic.

Reinstates a deleted or suspended retail agent/broker

Marks the agent/broker record as deleted. Users will be unable to assign the agent/broker or work on submissions that have the agent assigned.

Adds a new retail agent/broker

Edits the selected retail agent/broker

Opens the change log

Filters

In the following steps, we will discuss how to filter the list of retail agents/brokers using multiple methods to make searching easier. You can use these filter methods together or independently to get the results that you desire.

  1. On the Filter menu, located on the menu bar of DMU, select a filter method to change the display.
    1. Active – all active retail agents/brokers
    2. All – all retail agents/brokers regardless of status.
    3. Deleted – only retail agents/brokers that have been marked as deleted
    4. Inactive – only retail agents/brokers that have been marked as inactive
    5. Suspended – only retail agents/brokers that have been marked as suspended

  1. Click a header on the grid and drag it to the gray area above the grid to group your results by that column.

  1. Click to select a filter from the list.
    You can select (All) to display all records, you can select an individual record from the list, or you can select (Custom) to create a custom filter.

  1. In the first list, located in the Custom Filter dialog box, select an operator. Choose from the following options:
    1. Equals
    2. Does not equal
    3. Is less than
    4. Is less than or equal to
    5. Is greater than
    6. Is greater than or equal to
    7. Like
    8. Not like
    9. Is blank
    10. Is not blank
  2. In the text box to the right, type an operand such as a full or partial name or ID code. You can use an underscore (_) to represent any single character or use the percent symbol (%) to represent any series of characters.
  3. Select AND or OR if you wish to configure secondary search parameters.
  4. In the second list, select an operator as we just described.
  5. In the text box to the right, type an operand as we just described.

  1. Click to turn off the filter that you just applied. Alternatively, you can remove the check mark to leave the filter in place but temporarily disable it.
  2. Click to switch between filters.
  3. Click Customize to change the filter parameters using the filter builder.

  1. Click or to show a filter menu. The menu commands are as follows:
    1. Add Condition – add a new row to the filter
    2. Add Group – add a new group to the filter
    3. Remove Row – remove the selected row from the filter
  2. Click Open to open a previously saved filter.
  3. Click Save As to save the filter settings.
  4. Use the buttons, located at the bottom of the dialog box and outlined in the table below, to navigate the records displayed in the grid.

Button

Move to

First record in the grid

Previous record in the grid

Next record in the grid

Last record in the grid

Search

We will use the following steps to show you ways to search for retail agents/brokers within your AIM system. You can use the search method that best meets your needs.

  1. Click on the Name button to change the search operator. Choose from the following options:
    1. Name – agent/broker name
    2. ID – agent/broker ID code
    3. City – city in which the agent/broker resides
    4. Phone – main telephone number
    5. Fax – main fax number
  2. In the text box, type all or the first part of the broker or agent information for the selected operator, name, ID code, etc... to locate matching records in the grid.
  3. Click to use the advanced search.

  1. Click the Name button, located in the Search Criteria pane, to select a different search parameter. The search parameters are based on the broker/agent information that is maintained in DMU. Choose from the following search parameters:
    1. Name – agent/broker name
    2. City – city in which agent/broker resides
    3. ID –ID code
    4. State – state in which the agent/broker resides
    5. Zip – zip code
    6. Fax – main fax number
    7. Phone – telephone number
    8. E-mail – agent/broker e-mail address
    9. Status – status of the agent/broker
    10. AwardLevel – award level of the agent/broker
    11. StatusID – status ID code
    12. ProducerID – Producer ID code
    13. AcctExec – account executive for the retail agent/broker

  1. Click Contains to select a different search operator. Choose from the following search operators:
    1. Contains – Only results containing the exact text typed in the search box will be shown.
    2. Equal To – Search results with the exact integer or the exact text entered will be shown.
    3. Less Than – Search results will show only integers that are less than the value of the integer entered.
    4. Greater Than – Search results will show only integers that are greater than the value of the integer entered.
    5. Begins With – Search will return only files with the text or integers entered by the user at the beginning of the file name or number.
    6. Ends With – Search will return only files with the text or integers entered by the user at the end of the file name or number.
    7. Sounds Like – Search will attempt to locate search results based on an approximation of the sound of search criteria.

  1. Type the text of the search criteria in the box and click Search. Click Clear to remove the text without searching.

  1. Use the specific information located on the Search Results tab to identify which retail agent/broker that you want to select.
    The columns in the Search Results grid contain the same information that we described when specifying the search criteria. Select the retail agent/broker from the list.

  1. Click the Details tab to view the specific details for the selected agent/broker.
  2. Click OK to return the Retail Agent/Broker Table Maintenance dialog box.

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